Axecap Investments, LLC More: the full row for Axecap Investments, LLC 3,927 $1.21M 0.79% +89 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 3,921 $1.2M 0.04% +1,251 13F-HR Timeline Group ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 3,888 $1.2M 0.41% 0 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 3,886 $1.2M 0.19% -16 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 3,879 $1.2M 0.11% -184 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 3,875 $1.2M 0.56% +2,801 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 3,875 $1.2M 0.96% +481 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 3,851 $1.19M 0.03% +80 13F-HR/A Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 3,815 $1.18M 0.08% +290 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 3,832 $1.18M 0.06% +116 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 3,851 $1.18M 0.2% -114 13F-HR Timeline Harold Davidson & Associates Inc. More: the full row for Harold Davidson & Associates Inc. 3,823 $1.18M 0.76% -1,261 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 3,820 $1.18M 0.07% +104 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 3,814 $1.18M 0.06% +95 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 3,816 $1.18M 0.3% -1,179 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 3,806 $1.17M 0.34% 0 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 3,803 $1.17M 0.04% -8,266 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 3,773 $1.17M 0.05% -64 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 3,791 $1.17M 0.04% +20 13F-HR Timeline Group Lafayette Investments, Inc. More: the full row for Lafayette Investments, Inc. 3,789 $1.17M 0.24% +39 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 3,757 $1.16M 0.12% +5 13F-HR Timeline Bordeaux Wealth Advisors LLC More: the full row for Bordeaux Wealth Advisors LLC 3,772 $1.16M 0.15% +2 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 3,771 $1.16M 0.16% +364 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 3,759 $1.16M 0.05% +464 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 3,751 $1.16M 0.08% +145 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 3,739 $1.15M 0.06% -1,472 13F-HR/A Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 3,733 $1.15M 0.04% +191 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 3,724 $1.15M 0.53% -571 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 3,718 $1.15M 0.54% -28 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 3,717 $1.15M 0.24% -225 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 3,709 $1.14M 0.02% +40 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 3,707 $1.14M 0.16% -52 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 3,677 $1.13M 0.3% -400 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 3,672 $1.13M 0.45% -237 13F-HR Timeline Elevate Capital Advisors, LLC More: the full row for Elevate Capital Advisors, LLC 3,665 $1.13M 0.9% -746 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 3,642 $1.12M 0.08% +2,085 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 3,649 $1.12M 0.34% -44 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 3,617 $1.12M 0.39% +37 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 3,620 $1.12M 0.22% -18 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 3,614 $1.11M 0.38% +38 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 3,608 $1.11M 0.82% 0 13F-HR Timeline Stamos Capital Partners, L.P. More: the full row for Stamos Capital Partners, L.P. 3,607 $1.11M 0.2% +321 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 3,605 $1.11M 0.01% -50 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 3,600 $1.11M 1.14% -29 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 3,588 $1.11M 0.3% +125 13F-HR Timeline IAM Advisory, LLC More: the full row for IAM Advisory, LLC 3,583 $1.11M 0.27% +4 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 3,567 $1.1M 0.07% 0 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 3,564 $1.1M 0.05% -14,212 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 3,559 $1.1M 0.05% +800 13F-HR/A Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 3,553 $1.1M 0.08% new 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 3,550 $1.09M 0.14% -26 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 3,541 $1.09M 0.3% -529 13F-HR Timeline Waterway Wealth Management, LLC More: the full row for Waterway Wealth Management, LLC 3,541 $1.09M 0.33% +2,396 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 3,528 $1.09M 0.03% -175 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 3,527 $1.09M 0.74% 0 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 3,525 $1.09M 0.36% +21 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 3,524 $1.09M 0.39% -81 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 3,513 $1.08M 0.07% +54 13F-HR/A Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 3,530 $1.08M 0.21% -54 13F-HR Timeline Moment Partners, LLC More: the full row for Moment Partners, LLC 3,484 $1.07M 0.2% +3 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 3,470 $1.07M 1.05% 0 13F-HR Timeline Verity & Verity, LLC More: the full row for Verity & Verity, LLC 3,463 $1.07M 0.09% +283 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 3,460 $1.07M 0.35% -74 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 3,460 $1.07M 0.17% -451 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 3,458 $1.07M 0.06% -111 13F-HR Timeline Oak Asset Management, LLC More: the full row for Oak Asset Management, LLC 3,450 $1.06M 0.38% +220 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 3,438 $1.06M 0.13% new 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 3,435 $1.06M 0.31% -252 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 3,428 $1.06M 0.08% +470 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 3,416 $1.05M 0.13% -135 13F-HR Timeline C WorldWide Group Holding A/S in group C WorldWide Group Holding A/S More: the full row for C WorldWide Group Holding A/S 3,394 $1.05M 0.01% 0 13F-HR Timeline Group GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 3,372 $1.04M 0.03% +29 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 3,357 $1.04M 0.04% -2,941 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 3,350 $1.03M 0.36% 0 13F-HR Timeline Corundum Group, Inc. More: the full row for Corundum Group, Inc. 3,348 $1.03M 0.46% +1,389 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 3,348 $1.03M 0.03% +1,899 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 3,340 $1.03M 0.33% +35 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 3,321 $1.02M 0.34% -249 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 3,311 $1.02M 0.13% -73 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 3,310 $1.02M 0.2% 0 13F-HR Timeline CHARTER RESEARCH & INVESTMENT GROUP, IN… More: the full row for CHARTER RESEARCH & INVESTMENT GROUP, INC. 3,308 $1.02M 0.76% 0 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 3,302 $1.02M 0.08% -36 13F-HR Timeline Integrated Quantitative Investments LLC More: the full row for Integrated Quantitative Investments LLC 3,301 $1.02M 0.3% new 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 3,300 $1.02M 0.1% 0 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 3,295 $1.02M 0.24% +449 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 3,306 $1.01M 0.28% +43 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 3,281 $1.01M 0.1% +72 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 3,275 $1.01M 0.5% +122 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 3,271 $1.01M 0.38% +288 13F-HR Timeline Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 3,270 $1.01M 0.02% -407 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 3,270 $1.01M 0.08% -1,766 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 3,262 $1.01M 0.06% +448 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 3,243 $1.01M 0.46% -44 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 3,315 $1M 0.23% -93 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 3,241 $1000K 0.47% -58 13F-HR Timeline Sheets Smith Investment Management More: the full row for Sheets Smith Investment Management 3,237 $998K 0.88% +79 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 3,236 $998K 0.28% -31 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 3,236 $998K 0.26% 0 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 3,226 $995K 0.07% +468 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 3,225 $994K 0.41% -835 13F-HR Timeline Cushing Capital Partners, LLC More: the full row for Cushing Capital Partners, LLC 3,199 $991K 0.84% +13 13F-HR Timeline ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 3,211 $990K 0.07% +3 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 3,210 $990K 0.17% +390 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 3,209 $990K 0.78% 0 13F-HR Timeline Northwest Quadrant Wealth Management, L… More: the full row for Northwest Quadrant Wealth Management, LLC 3,209 $990K 0.22% +14 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 3,181 $984K 0.07% +589 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 3,190 $984K 0.11% +78 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 3,179 $980K 0.11% +814 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 3,139 $968K 0.04% +92 13F-HR Timeline Orca Investment Management, LLC More: the full row for Orca Investment Management, LLC 3,126 $964K 0.87% +63 13F-HR Timeline PRENTISS SMITH & CO INC More: the full row for PRENTISS SMITH & CO INC 3,125 $964K 0.57% 0 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 3,123 $963K 0.12% -30 13F-HR Timeline Grove Street Fiduciary, LLC More: the full row for Grove Street Fiduciary, LLC 3,117 $961K 0.46% -12 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 3,116 $961K 0.17% +41 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 3,115 $961K 0.1% +77 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 3,104 $957K 0.33% +12 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 3,097 $955K 0.06% +305 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 3,095 $955K 0.47% +131 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 3,087 $952K 0.07% -20 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 3,083 $951K 0.02% -689 13F-HR Timeline Group Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 3,065 $945K 0.31% +168 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 3,064 $945K 0.02% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 3,055 $942K 0.04% -56 13F-HR Timeline TRUSTCO BANK CORP N Y in group TRUSTCO BANK CORP N Y More: the full row for TRUSTCO BANK CORP N Y 3,051 $941K 0.92% 0 13F-HR Timeline Group Hudson Value Partners, LLC More: the full row for Hudson Value Partners, LLC 3,050 $941K 0.32% 0 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 3,048 $940K 0.07% -6 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 3,047 $940K 0.01% +50 13F-HR Timeline Group Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 3,022 $937K 0.76% new 13F-HR Timeline Inlet Private Wealth, LLC More: the full row for Inlet Private Wealth, LLC 3,036 $936K 0.23% 0 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 3,035 $936K 0.26% -289 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 3,019 $931K 0.08% +99 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 3,019 $931K 0.09% -352 13F-HR Timeline Group Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 3,017 $930K 0.04% -1,900 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 3,012 $929K 0.16% 0 13F-HR Timeline Osprey Private Wealth LLC More: the full row for Osprey Private Wealth LLC 3,000 $928K 0.5% 0 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 3,000 $925K 0.29% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 2,990 $922K 0.28% 0 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 2,959 $913K 0.11% 0 13F-HR Timeline CANADA LIFE ASSURANCE Co in group CANADA LIFE ASSURANCE Co More: the full row for CANADA LIFE ASSURANCE Co 2,949 $911K <0.01% -127 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 2,742 $906K 0.04% -320 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 2,936 $905K 0.36% +15 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 2,931 $904K 0.08% 0 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 2,926 $902K 0.24% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,925 $902K 0.04% +145 13F-HR Timeline Group LITTLEJOHN FINANCIAL SERVICES, INC. More: the full row for LITTLEJOHN FINANCIAL SERVICES, INC. 2,921 $901K 0.7% +38 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 2,910 $897K 0.44% 0 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 2,904 $896K 0.02% -14 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 2,902 $895K 0.02% +24 13F-HR Timeline FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC 2,901 $895K 0.55% -788 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 2,901 $895K 0.21% -400 13F-HR Timeline Clark & Stuart, Inc More: the full row for Clark & Stuart, Inc 2,874 $891K 0.67% +1 13F-HR Timeline DE BURLO GROUP INC More: the full row for DE BURLO GROUP INC 2,888 $891K 0.12% 0 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 2,880 $888K 0.11% +1 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 2,878 $888K 0.09% 0 13F-HR Timeline Group Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 2,871 $885K 0.12% -100 13F-HR Timeline WEST PACES ADVISORS INC. 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Vienna Insurance Group 2,817 $869K 0.55% -890 13F-HR Timeline Burton Enright Welch More: the full row for Burton Enright Welch 2,814 $868K 0.15% +13 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 2,800 $867K 0.11% +37 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 2,826 $864K 0.31% +215 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 2,793 $862K 0.07% -93 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 2,851 $861K 0.39% -25 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 2,781 $858K 0.48% +718 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 2,774 $856K 0.16% 0 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 2,765 $853K 0.37% -459 13F-HR Timeline BHK Investment Advisors, LLC More: the full row for BHK Investment Advisors, LLC 2,761 $852K 0.33% +85 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 2,746 $847K 0.42% -75 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 2,739 $845K 0.04% 0 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 2,720 $839K 0.04% +480 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 2,706 $835K 0.1% +62 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 2,697 $832K 0.05% -4,643 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 2,696 $831K 0.54% +429 13F-HR/A Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 2,693 $831K 0.04% -29 13F-HR Timeline Edgemoor Investment Advisors, Inc. 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